Hi, Every corporation that is incorporated, registered, or doing business in California must pay the $800 minimum franchise tax. Can I efile the club's taxes on Bivio for both Federal and for State. I know that payment can be paid online. Thanks Ana
Hello. Our club is an LLC and thus falls under the Corporate Transparency Act. Will this filing requirement be covered in the webinar about filing taxes coming up in February? What information will the treasurer need for this new filing, if beyond what is normally ...
We switched from TDA to Fidelity. We have the account sync working for Fidelity, but the label is still TDA in Bivio. How do we separate the transactions AND have both Fidelity and TDA listed as brokerages? --Bob Mann, Lunch Money Investment Club
Join us on Monday, December 4, 2023 at 8:00 p.m. Eastern Time, for the first of our three bivio tax preparation webinars. In "Preparing for Tax Season - What You Should Do Now To Get Ready" we'll go over what you can expect during the ...
Hi everyone! Register now and join us for the bivio How To Prepare Your Investment Club Taxes webinar on Tuesday, Feb. 13, 2024 at 8:00 PM Eastern Time. Here's the link: https://www.bivio.com/club_cafe You'll see how easy it is to use bivio to e-file your club's ...
May I suggest you set some members as authorized to view only? This way, their name is on the list but they can only view, not trade, not transfer money. Let us know if this works. Our club is scheduled to migrate to Schwab in ...
Many of you are aware that we've held a stock selection content, our Groundhog Challenge, for the last seventeen years.A Entries are welcomed from individuals and groups (clubs). Congratulations to this year's group winner, Orange County Model Club (California) who are champions for the second ...
Hello, We transitioned to Schwab from TDA in September and have come to learn that somehow our club name "Lakshmi Investors" has now officially become "Lakshmi Investors a Partnership Investment Club" at Schwab - no kidding!! Has any other club experienced this? Any ideas who ...
ETrade merged with Morgan Stanley and switched our brokerage account over today. We got a new account number. OUR BIVIO SYNC IS BROKEN! Our transactions are still happening OK in the new Morgan Stanley account, but nothing is syncing to BIVIO. Anyone else stuck or ...
Hello, Are there any cautions generally about club investing in mutual funds/ Our club would like to try investing in a mutual fund but we are concerned that we may create problems in accounting. Will Bivio be able to account for the investment in a ...
It's possible that many of you are as unaware of the BI process for improving their online tools as I was. The site is here: https://feedback.betterinvesting.org . Everyone who is a registered BI user can vote (up to 3 times per suggestion) for the suggestions ...
Our club is considering disbanding. Our broker is also the broker for four of our members. If each of the remaining members establish an account with our club broker, can the annuities be transferred into their individual accounts in the amount of the each members' ...
Our club transitioned from TDA to Schwab at the end of May. For a number of reasons, we're not happy w/Schwab, so are considering moving the acct to Fidelity. I have a few questions for those who already use Fidelity: 1. Reports: Can we generate ...
I received these questions today on club cafe, the answers to some are posted after our club just went through this transition. Thanks to Laurie Manning/ Treasurer for First Coast Financiers. Hope this helps. Rick Josey. Sent from my iPad Begin forwarded message: From: lmanning@webprogrammers.com ...